Investing Topics: Earnings Analysis

Dow Jones Utility Average returns are now more than 17 percentage points ahead of the S&P 500 year to date. And 21 CUI Portfolio members trade above my highest recommended entry points. But that also means, despite recent stock market turbulence, they’re still high-priced enough for readers to consider cashing out a portion of their positions.

Communications sector leaders are playing a long game just now, sacrificing revenue gains from surging communications traffic, while absorbing the costs of building leading positions for critical applications to serve the exploding digital economy.

Heading into Q1 earnings reporting season, the big question for electric utilities was how big a hit COVID-19 fallout would deliver to demand for power. Now we have answers from first reporter NextEra Energy (NYSE: NEE).

AT&T Inc’s (NYSE: T) Q1 results answer two key questions about COVID-19 fallout and the telecom giant's resiliency.

There’s much to like in Comcast Corp’s (NSDQ: CMCSA) first quarter results.

In the fourth quarter, the telecom sector's big dogs continued to extend their lead over the also-rans.

There’s more to analyzing quarterly earnings than whether a company met Wall Street analysts’ consensus estimates. These regular check-ups provide useful insight into the health of our Portfolio holdings’ underlying businesses and their future growth prospects.

Fourth-quarter earnings season rolls on; thus far, everything is as it should be for our Portfolio holdings.

Third-quarter earnings season is in full swing. We analyze the latest batch of results from the holdings in our Model Portfolios.